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2484

希華 Electronic Components As of 2026-06-17 Updated daily after market close

steady quality, premium valuation.

1 active signal
252d high
This page refreshes daily after the close. Add 希華 to your watchlist to track signal changes on your next visit.
Valuation 28Quality 47Growth 43Momentum 97Chips 39

Is 希華 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 52th market percentile. Latest quarterly ROE ≈ 1.3%.

  • Valuation is high.PE is in the 88th market percentile; within its own history, PE is around the 99th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -0.1% of volume (net sell).

  • Signals are active now.On the latest data, signals such as 252-day price high are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.84
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 富邦-新店 holds 5,175 lots
  • sellers have 1,797 lots left, ~487 sessions to clear

Window from 2026-01-17 · Price +139% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 富邦-新店 has accumulated 5,175 lots since the start (sold 4%), still adding.
  • Main distributor 凱基-信義 peaked at 3,956 lots, has sold 64%, 1,441 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +7.56pp, mid holders +7, retail -7.74pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -3,579 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
富邦-新店第一金-台中華南永昌新光-台南富邦-嘉義富邦-新板
Distributing
凱基-信義新加坡商瑞銀國泰-敦南摩根大通國泰證券統一
Desks
own scale
凱基美林美商高盛花旗環球
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 富邦-新店 +5,175
    sold 4%· still adding
  • 第一金-台中 +2,330
    sold 0%· still adding
  • 華南永昌 +2,028
    sold 0%· still adding
  • 新光-台南 +1,628
    sold 0%· still adding
  • 富邦-嘉義 +1,010
    sold 0%· still adding
  • 富邦-新板 +545
    sold 0%· still adding

Distributing

  • 凱基-信義 1,441 left
    sold 64%· paused recently
  • 新加坡商瑞銀 1,066 left
    sold 63%· paused recently
  • 國泰-敦南 1,248 left
    sold 30%· paused recently
  • 摩根大通 211 left
    sold 86%· paused recently
  • 國泰證券 380 left
    sold 71%· ~13 sessions to clear
  • 統一 145 left
    sold 88%· ~2 sessions to clear

Desks

  • 凱基 -5,147
    unclassified
  • 美林 -2,115
    hedge desk · will cover
  • 美商高盛 -745
    hedge desk · will cover
  • 花旗環球 -736
    hedge desk · will cover
Still selling 1,797 lots ~487 sessions to bottom at most
Recent buy/sell force +9,682 absorbed / -2,365 sold buyers slightly ahead
Hedge-desk net short -3,189 lots potential cover-buying, not selling pressure
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Direction matches: big-holder share rose while retail share fell.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

252-day price high (breakout)

Active

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

33 historical occurrences (since 2009-10-07)
Average forward return after 252-day price high (breakout)。20-day: Win 46.9%, Sample 32, Median -0.33%, Excess -0.64%, Beat mkt rate 43.8%；60-day: Win 48.4%, Sample 31, Median -0.65%, Excess +0.67%, Beat mkt rate 41.9%；120-day: Win 69%, Sample 29, Median +4.62%, Excess +0.41%, Beat mkt rate 51.7%

120 days after: historical avg +7.8%

20-day +1.06%
60-day +6.45%
120-day +7.8%
20-day
60-day
120-day
Win
46.9%
48.4%
69%
Sample
32
31
29
Median
-0.33%
-0.65%
+4.62%
Excess
-0.64%
+0.67%
+0.41%
Beat mkt rate
43.8%
41.9%
51.7%

Over 29 occurrences, 120-day forward avg gained 7.8%, beat the market by 0.41 pts; win rate 69%.

Valuation regime and subsequent returns

Each day's PE is converted to its own-history percentile (as of that day), then we look at adjusted-close returns over the next 240 trading days by valuation regime.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 391+1.6% -1.7% 38.1% -25.4%
20-40 314+11.9% +12.8% 88.5% -0.9%
40-60 469+3.6% +5.6% 60.6% -10.3%
60-80 512+18.4% +9.5% 69.3% +3.6%
80-100 You are here498+22.2% +23.1% 64.7% -5.6%

Percentiles use an expanding own-history window (no look-ahead); forward return is 240 trading days on adjusted close. Sample days overlap; distribution is indicative only.

Current PE ≈ 93.92, at the 99.3th percentile of its own history (80-100 band).

Valuation × momentum historical grid

Every day in its own history is bucketed by valuation tercile (own-history PE) and 60-day momentum sign into six cells; we show adjusted-close returns over the next 120 trading days per cell.

Valuation
Momentum
Cheap (own-history bottom 1/3)
Mid
Expensive (own-history top 1/3)
60-day momentum up
+3%
Win rate 56.9% Excess -4.6%
304d
-0.9%
Win rate 48.7% Excess -7.9%
452d
Now
+13.3%
Win rate 62.2% Excess +0.9%
558d
60-day momentum down
+9.3%
Win rate 82.6% Excess -0.7%
298d
+11.3%
Win rate 87.6% Excess +6.3%
225d
+8.8%
Win rate 45.4% Excess -5.2%
467d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 558 historical days, 120-day forward avg gained 13.3%, win rate 62.2%, beat the market by 0.9%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

56 times historically; 60-day forward avg +2.17%, win rate 56.9%, beating the market by -0.12 pts on average.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

63 times historically; 60-day forward avg +4.28%, win rate 58.7%, beating the market by +0.19 pts on average.

What does 希華 do? Company profile

電子零組件業；石英頻率控制元件 台灣證券交易所上市

Overview

希華為營運公司普通股，股票代號2484，上市日期為2001-09-17，成立日期為1988-01-26，總部位於台中市潭子區中山路三段111巷1-1號，另有南科分公司與竹南威華分公司。董事長為曾穎堂，總經理為曾榮孟。年報列示實收資本額為新台幣1,594,210,220元，已發行普通股159,421,022股。員工規模依2024年報，截至2025-03-31合計728人，其中生產504人、管理159人、研發65人。2025年法說會揭露生產據點與功能：台中總部為研發中心、主要製造基地與業務據點；竹南為光微影晶圓設計中心與32.768 kHz、小型及高頻晶體與振盪器用晶圓製造；台南為合成石英晶棒培育與kHz產品製造。主要股東依2024年報2025-04-15資料，包括曾頴堂持股2.682%、劉炳鋒2.620%、曾榮孟2.249%、德銀託管架驅闊滋股份有限公司投資專戶2.007%、古志雲1.256%等；未見單一股東持股超過10%。

Business

公司主要從事石英元件製造加工買賣、石英原材料製造買賣及進出口貿易。2024年營業比重為石英元件88%、其他12%。主要產品包含石英晶體、石英振盪器、TCXO、VCXO、VC-TCXO、Tuning Fork、TSX熱敏晶體、32.768 kHz產品、合成石英與晶圓等。產品功能是提供電子產品穩定時脈、頻率控制與低相位雜訊，應用於網通、IoT與穿戴、手機、PC與消費電子、汽車電子、GPS與衛星通信、工控與醫療檢測等。2025年法說會揭露應用營收占比為Networking 40%、IoT/Wearable 21%、PC/Consumers 20%、Mobile 15%、Automotive 4%；區域占比為台灣34%、歐洲20%、中國16%、美國11%、Global EMS 10%、日本與韓國8%。商業模式以垂直整合製造、OEM/ODM、與IC設計及終端客戶共同設計導入為主；公司自行掌握合成石英晶棒與部分晶圓製程，並透過日本子公司、深圳與美國服務據點支援海外客戶。2024年銷售地區以亞洲60.60%最高，台灣20.59%、歐洲9.69%、美洲9.12%。2024年台灣六家公開發行石英元件公司營收統計中，希華約占台灣上市櫃晶體產業總產值10%。

Outlook 2025–2028

2025年公司營運主軸為毛損產品生產策略調整、搶攻高階振盪器、小型高精度產品擴產、Wi-Fi 7高頻Mesa晶片、降低中國市場依賴並開發美國參考設計、介入EV車載、醫療檢測、工控與低軌衛星通信網通應用。2025年前三季法說會揭露營收18.51億元、年增11.7%，但毛利率16.2%、稅後淨利4,214.6萬元、EPS 0.26元，獲利仍受價格競爭、產品組合與匯率等因素壓抑。2025全年公開資訊顯示營收約24.10億元、EPS約0.65元，董事會擬配發0.7元現金股利，並看好2026年出貨量與營收增長，規劃透過海外合作夥伴切入網通、衛星與汽車應用；但2026年前5月累計營收約10.07億元、年減約2.9%，顯示復甦仍不均衡。2026至2028展望方面，成長動能主要來自5G與Small Cell、Wi-Fi 7、AI周邊高頻與高精度需求、低軌衛星、資料中心網通、EV與ADAS、TPMS、穿戴與醫療檢測。產品技術方向為超小型化、高頻化、高精度SMD、AT-MESA 1612與1008、TF-1610四吋量產、光通訊800G與1.6T模組用差動輸出振盪器、eCPRI與低功耗穿戴用1.2V補償型振盪器。主要風險為中國低價競爭加劇、低階SMD價格下行、日系大廠在高階品牌與通路仍具優勢、Ceramic Package與OSC用IC等關鍵材料仍受少數日本供應商制約、客戶與應用集中度、匯率、產能利用率、景氣循環及高階產品開發速度。2027至2028屬依公司產品路線與產業趨勢推估，尚未找到公司對該期間的量化財測。

Supply Chain

Upstream
  • 京瓷株式會社 主要供應商之一，供應IC、基座等原物料；日本上市公司，非台股掛牌。2024年報列為2024年進貨占比31.15%、2025年第一季進貨占比36.84%的主要進貨廠商。
  • 日本電波工業株式會社 2025年第一季主要進貨廠商之一；日本上市公司，非台股掛牌。
  • NGK 年報列為IC、基座主要供應商之一；日本企業，非台股掛牌。
  • JRC 年報列為IC、基座主要供應商之一；日本企業，非台股掛牌。
  • 增你強股份有限公司 3028 年報列為IC、基座主要供應商之一；台灣上市電子通路商。
  • KANEMATSU 年報列為IC、基座主要供應商之一；日本企業，非台股掛牌。
  • 科鑫泰 年報列為晶片主要供應商；未確認為台股上市櫃公司。
  • 泰美克 年報列為晶片主要供應商；未確認為台股上市櫃公司。
  • 匯隆 年報列為石英晶體主要供應商及2024年主要進貨廠商之一；未確認為台股上市櫃公司。
  • 泰華 年報列為石英晶體主要供應商；未確認為台股上市櫃公司。
Downstream
  • 聯發科技股份有限公司 2454 年報提及聯發科使用TSX產品維持在台生產；屬IC設計與應用端設計導入關係。
  • Qualcomm Inc. 年報提及高通使用TSX產品維持在台生產；美國上市IC設計公司，非台股掛牌。
  • 紫光展銳 年報提及展訊使用的TSX產品由大陸聯盟廠商生產；中國IC設計公司，非台股掛牌。
  • 全球通訊基地台龍頭客戶 年報未揭露名稱；公司透過Rakon投資合作取得認證，已陸續供應高階TCXO，主要用於5G基地台與衛星定位裝置。
  • Global EMS客戶 2025年法說會揭露Global EMS為銷售區域分類之一，占營收10%；未揭露具體公司名稱。

Competitors

  • 台灣晶技股份有限公司 3042 台灣上市石英元件同業，年報列入台灣六家公開發行上市櫃晶體公司統計樣本。
  • 台灣嘉碩科技股份有限公司 3221 台灣上櫃石英與頻率控制元件同業，年報列入同業統計樣本。
  • 加高電子股份有限公司 8182 台灣上櫃石英晶體與振盪器同業，年報列入同業統計樣本。
  • 泰藝電子股份有限公司 8289 台灣上櫃頻率控制元件同業，產品包含晶體、振盪器、TCXO、VCXO、OCXO等，年報列入同業統計樣本。
  • 安碁科技股份有限公司 6174 台灣上櫃石英元件同業，年報列入同業統計樣本。
  • 日本石英元件大廠 年報指出日本同業在技術、生產設備、原物料基礎架構、品牌與通路上具優勢；非單一台股公司。
  • 中國大陸晶體供應商 年報指出中國廠商在低階產品與中低階SMD產能上形成價格競爭壓力；多數非台股掛牌或未具體揭露。
Sources（12）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.